BOC
Barbara Oil Co Portfolio holdings
AUM $254M
1-Year Return
18.04%
This Quarter Return
+16.09%
1 Year Return
+18.04%
3 Year Return
+54.68%
5 Year Return
+98.03%
10 Year Return
+254.63%
AUM
$173M
AUM Growth
+$23M
(+15%)
Cap. Flow
+$905K
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
36.91%
Holding
93
New
5
Increased
1
Reduced
1
Closed
2
Top Buys
| 1 |
Mercury Systems
MRCY
|
+$472K |
| 2 |
Pool Corp
POOL
|
+$451K |
| 3 |
DocuSign
DOCU
|
+$263K |
| 4 |
COUP
Coupa Software Incorporated
COUP
|
+$240K |
| 5 |
Otis Worldwide
OTIS
|
+$227K |
Top Sells
| 1 |
Dolby
DLB
|
+$434K |
| 2 |
RTX Corp
RTX
|
+$290K |
| 3 |
Check Point Software Technologies
CHKP
|
+$201K |
Sector Composition
| 1 | Healthcare | 26.51% |
| 2 | Industrials | 21.2% |
| 3 | Technology | 14.64% |
| 4 | Financials | 14% |
| 5 | Consumer Staples | 9.97% |
